Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Private Wealth Systems
Private Wealth Systems sells portfolio accounting, aggregation and reporting software for family offices and ultra-high-net-worth individuals with complex holdings. It also lists investment advisors, endowments, foundations and institutional consultants among the groups it serves. Read the Private Wealth Systems profile.
Altoo
Wealth aggregation and reporting platform for family offices and wealth owners
- Family offices
Family-office technologyCustom quote
Asora
Data aggregation, reporting and accounting software for family offices
- Family offices
Family-office technologyTiered
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technologyCustom quote
FundCount
Accounting and investment reporting software for family offices and funds
- Family offices
- Asset managers
Family-office technologySubscription
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- Family offices
- RIAs
Family-office technologyCustom quote
LemonEdge
Fund and partnership accounting software for private markets and family offices
- Family offices
- Asset managers
Athennian
Entity management software for family offices, funds and corporate legal teams
- Family offices
- Asset managers
Family-office technologySubscription
Vidrio Financial
Managed data services and portfolio software for alternative investment allocators
- Family offices
- Asset managers
Family-office technologyCustom quote